Stock market performance in 2025 exceeded expectations, continuing the bull market trend. Inflation has decreased since 2022, with December’s CPI report showing a 0.3% monthly rise and 2.7% annual increase. The weakening U.S. dollar and lower treasury yields are boosting corporate earnings, signaling further stock strength ahead.

Markets are on edge despite the strong start in 2026, with concerns about the U.S. military strike in Venezuela and a criminal investigation into the Federal Reserve. President Trump’s proposal to limit credit card fees to 10% could impact companies like Capital One. Supreme Court is expected to rule on Trump’s tariffs soon.

Semiconductor stocks like Intel and AMD are on the rise following an upgrade by KeyBanc Capital, citing strong demand and supply conditions in the industry. Both companies saw gains in 2025, with AMD leading the pack. CEO Lisa Su highlighted the growth potential of AI and Intel’s narrative has shifted under the Trump administration.

An under-the-radar semiconductor company is poised to capitalize on the growing market for AI, Machine Learning, and IoT. With robust earnings growth and a projected increase in global semiconductor manufacturing, this company is positioned for success. Global semiconductor market is expected to grow from $452 billion in 2021 to $971 billion by 2028.

Read more at Nasdaq: Nasdaq Plays Catch-Up: Is the Tech-Heavy Index Ready to Breakout?